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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,516 | $217,432-83.2% | $185,849-80.4% | $167,536-78.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.45% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,365 | $5,875-59.7% | $5,169-54.2% | $4,839-51.1% |
| Participant deferral / active EE | $7,091 | $6,357+11.5% | $5,569+27.3% | $6,342+11.8% |
| Admin fee / account holder | $30 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |